+1,008.2%
SMCI vs SWKS
-52.0%
+1,060.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.6% |
| 7D | +9.7% | +11.8% | -2.2% | +2.4% |
| 30D | +29.3% | +6.7% | +22.6% | +24.2% |
| 3M | -8.5% | 0.0% | -8.5% | -7.4% |
| 6M | +28.6% | +38.7% | -10.1% | +3.6% |
| YTD | +37.5% | +21.4% | +16.2% | +18.7% |
| 1Y | +0.5% | +2.9% | -2.4% | -4.3% |
| 3Y | +43.4% | -16.4% | +59.9% | +53.0% |
| 5Y | +1,008.2% | -51.2% | +1,059.3% | +1,465.0% |
| All | +1,008.2% | -52.0% | +1,060.2% | +1,465.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SWKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling